Livestream
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«Our View - Livestream»
14th September 2023
Recession or soft landing?
We have been expecting a recession in the US for almost a year. It is taking longer than we thought, but we are sticking to our outlook. Chief Investment Officer Dr. Felix Brill explains why we think a recession is still looming, how the Fed will deal with it and what this all means for your portfolio.
«Our View - Livestream» from June 14th 2023
Inflation - When prices rise
Inflation has made a comeback. It is currently falling, but we expect that the current wave of inflation will not pass as quickly as it came. After all, the old recipes of the central banks are still working, perhaps even better. Not all asset classes are equally well suited to preserve real value in this environment.
«Our View - Livestream» from January 26th 2023
One number and its impact
In 2023, the inflation rate is at the centre of attention - still. This time, however, the question is how fast it will fall. Its trajectory affects the outlook for the economy as much as for bonds and equities, both of which suffered badly last year. We start the year with a cautious stance, but see increasing opportunities. Our Chief Investment Officer reveals where those opportunities are and what this means for the portfolio as a whole.
«Our View - Livestream» from November 16th 2022
Have markets already priced in a recession?
Since the beginning of the year, financial markets have been in correction mode. However, this downturn is different from most other, because not only stock markets but also so-called safe havens are showing double-digit losses. We analyse whether markets have already priced in enough negative news and show what this means for positioning.